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BEDFORD COMMONS PERIODONTICS PA PROFIT SHARING PLAN 401k Plan overview

Plan NameBEDFORD COMMONS PERIODONTICS PA PROFIT SHARING PLAN
Plan identification number 002

BEDFORD COMMONS PERIODONTICS PA PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.

401k Sponsoring company profile

BEDFORD COMMONS PERIODONTICS PA has sponsored the creation of one or more 401k plans.

Company Name:BEDFORD COMMONS PERIODONTICS PA
Employer identification number (EIN):020336437
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BEDFORD COMMONS PERIODONTICS PA PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022024-05-01MICHAEL D NEAL
0022023-05-01
0022023-05-01MICHAEL D NEAL
0022022-05-01
0022022-05-01MICHAEL D NEAL
0022021-05-01
0022021-05-01MICHAEL NEAL
0022020-05-01
0022019-05-01
0022017-05-01MICHAEL NEAL
0022016-05-01MICHAEL NEAL
0022015-05-01MICHAEL D NEAL
0022014-05-01MICHAEL D NEAL
0022013-05-01MICHAEL D NEAL
0022012-05-01MICHAEL D NEAL
0022011-05-01CHARLES D NEAL
0022009-05-01CHARLES D NEAL

Plan Statistics for BEDFORD COMMONS PERIODONTICS PA PROFIT SHARING PLAN

401k plan membership statisitcs for BEDFORD COMMONS PERIODONTICS PA PROFIT SHARING PLAN

Measure Date Value
2023: BEDFORD COMMONS PERIODONTICS PA PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-05-018
Total number of active participants reported on line 7a of the Form 55002023-05-018
Total of all active and inactive participants2023-05-018
Total participants2023-05-018
Number of participants with account balances2023-05-018
2022: BEDFORD COMMONS PERIODONTICS PA PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-05-016
Total number of active participants reported on line 7a of the Form 55002022-05-018
Total of all active and inactive participants2022-05-018
Total participants2022-05-018
Number of participants with account balances2022-05-018
2021: BEDFORD COMMONS PERIODONTICS PA PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-05-018
Total number of active participants reported on line 7a of the Form 55002021-05-016
Total of all active and inactive participants2021-05-016
Total participants2021-05-016
Number of participants with account balances2021-05-016
2020: BEDFORD COMMONS PERIODONTICS PA PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-05-018
Total number of active participants reported on line 7a of the Form 55002020-05-018
Total of all active and inactive participants2020-05-018
Total participants2020-05-018
Number of participants with account balances2020-05-018
2019: BEDFORD COMMONS PERIODONTICS PA PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-05-018
Total number of active participants reported on line 7a of the Form 55002019-05-018
Total of all active and inactive participants2019-05-018
Total participants2019-05-018
Number of participants with account balances2019-05-018
2017: BEDFORD COMMONS PERIODONTICS PA PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-05-018
Total number of active participants reported on line 7a of the Form 55002017-05-017
Total of all active and inactive participants2017-05-017
Total participants2017-05-017
Number of participants with account balances2017-05-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-05-017
2016: BEDFORD COMMONS PERIODONTICS PA PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-05-018
Total number of active participants reported on line 7a of the Form 55002016-05-018
Total of all active and inactive participants2016-05-018
Total participants2016-05-018
Number of participants with account balances2016-05-018
2015: BEDFORD COMMONS PERIODONTICS PA PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-05-017
Total number of active participants reported on line 7a of the Form 55002015-05-018
Total of all active and inactive participants2015-05-018
Total participants2015-05-018
Number of participants with account balances2015-05-018
2014: BEDFORD COMMONS PERIODONTICS PA PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-05-016
Total number of active participants reported on line 7a of the Form 55002014-05-017
Total of all active and inactive participants2014-05-017
Total participants2014-05-017
Number of participants with account balances2014-05-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-05-011
2013: BEDFORD COMMONS PERIODONTICS PA PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-05-016
Total number of active participants reported on line 7a of the Form 55002013-05-016
Total of all active and inactive participants2013-05-016
Total participants2013-05-016
Number of participants with account balances2013-05-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-05-011
2012: BEDFORD COMMONS PERIODONTICS PA PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-05-018
Total number of active participants reported on line 7a of the Form 55002012-05-016
Total of all active and inactive participants2012-05-016
Total participants2012-05-016
Number of participants with account balances2012-05-016
2011: BEDFORD COMMONS PERIODONTICS PA PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-05-018
Total number of active participants reported on line 7a of the Form 55002011-05-018
Total of all active and inactive participants2011-05-018
Total participants2011-05-018
Number of participants with account balances2011-05-018
2009: BEDFORD COMMONS PERIODONTICS PA PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-05-018
Total number of active participants reported on line 7a of the Form 55002009-05-018
Total of all active and inactive participants2009-05-018
Total participants2009-05-018
Number of participants with account balances2009-05-018

Financial Data on BEDFORD COMMONS PERIODONTICS PA PROFIT SHARING PLAN

Measure Date Value
2024 : BEDFORD COMMONS PERIODONTICS PA PROFIT SHARING PLAN 2024 401k financial data
Total plan liabilities at end of year2024-04-30$122
Total plan liabilities at beginning of year2024-04-30$700
Total income from all sources2024-04-30$571,399
Expenses. Total of all expenses incurred2024-04-30$31
Total plan assets at end of year2024-04-30$3,578,018
Total plan assets at beginning of year2024-04-30$3,007,228
Value of fidelity bond covering the plan2024-04-30$300,000
Total contributions received or receivable from participants2024-04-30$76,529
Other income received2024-04-30$423,156
Net income (gross income less expenses)2024-04-30$571,368
Net plan assets at end of year (total assets less liabilities)2024-04-30$3,577,896
Net plan assets at beginning of year (total assets less liabilities)2024-04-30$3,006,528
Total contributions received or receivable from employer(s)2024-04-30$71,714
Expenses. Administrative service providers (salaries,fees and commissions)2024-04-30$31
2023 : BEDFORD COMMONS PERIODONTICS PA PROFIT SHARING PLAN 2023 401k financial data
Total plan liabilities at end of year2023-04-30$700
Total plan liabilities at beginning of year2023-04-30$32,608
Total income from all sources2023-04-30$214,446
Expenses. Total of all expenses incurred2023-04-30$115
Total plan assets at end of year2023-04-30$3,007,228
Total plan assets at beginning of year2023-04-30$2,824,805
Value of fidelity bond covering the plan2023-04-30$300,000
Total contributions received or receivable from participants2023-04-30$71,148
Other income received2023-04-30$74,912
Net income (gross income less expenses)2023-04-30$214,331
Net plan assets at end of year (total assets less liabilities)2023-04-30$3,006,528
Net plan assets at beginning of year (total assets less liabilities)2023-04-30$2,792,197
Total contributions received or receivable from employer(s)2023-04-30$68,386
Expenses. Administrative service providers (salaries,fees and commissions)2023-04-30$115
2022 : BEDFORD COMMONS PERIODONTICS PA PROFIT SHARING PLAN 2022 401k financial data
Total plan liabilities at end of year2022-04-30$32,608
Total income from all sources2022-04-30$16,116
Expenses. Total of all expenses incurred2022-04-30$32,609
Benefits paid (including direct rollovers)2022-04-30$32,608
Total plan assets at end of year2022-04-30$2,824,805
Total plan assets at beginning of year2022-04-30$2,808,690
Value of fidelity bond covering the plan2022-04-30$300,000
Total contributions received or receivable from participants2022-04-30$62,560
Expenses. Other expenses not covered elsewhere2022-04-30$1
Other income received2022-04-30$-98,670
Net income (gross income less expenses)2022-04-30$-16,493
Net plan assets at end of year (total assets less liabilities)2022-04-30$2,792,197
Net plan assets at beginning of year (total assets less liabilities)2022-04-30$2,808,690
Total contributions received or receivable from employer(s)2022-04-30$52,226
2021 : BEDFORD COMMONS PERIODONTICS PA PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-04-30$895,679
Expenses. Total of all expenses incurred2021-04-30$27
Total plan assets at end of year2021-04-30$2,808,690
Total plan assets at beginning of year2021-04-30$1,913,038
Value of fidelity bond covering the plan2021-04-30$300,000
Total contributions received or receivable from participants2021-04-30$59,459
Other income received2021-04-30$777,402
Net income (gross income less expenses)2021-04-30$895,652
Net plan assets at end of year (total assets less liabilities)2021-04-30$2,808,690
Net plan assets at beginning of year (total assets less liabilities)2021-04-30$1,913,038
Total contributions received or receivable from employer(s)2021-04-30$58,818
Expenses. Administrative service providers (salaries,fees and commissions)2021-04-30$27
2020 : BEDFORD COMMONS PERIODONTICS PA PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-04-30$145,984
Expenses. Total of all expenses incurred2020-04-30$11
Total plan assets at end of year2020-04-30$1,913,038
Total plan assets at beginning of year2020-04-30$1,767,065
Value of fidelity bond covering the plan2020-04-30$300,000
Total contributions received or receivable from participants2020-04-30$57,137
Other income received2020-04-30$29,229
Net income (gross income less expenses)2020-04-30$145,973
Net plan assets at end of year (total assets less liabilities)2020-04-30$1,913,038
Net plan assets at beginning of year (total assets less liabilities)2020-04-30$1,767,065
Total contributions received or receivable from employer(s)2020-04-30$59,618
Expenses. Administrative service providers (salaries,fees and commissions)2020-04-30$11
2018 : BEDFORD COMMONS PERIODONTICS PA PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-04-30$276,940
Expenses. Total of all expenses incurred2018-04-30$7,456
Benefits paid (including direct rollovers)2018-04-30$7,391
Total plan assets at end of year2018-04-30$1,465,532
Total plan assets at beginning of year2018-04-30$1,196,048
Value of fidelity bond covering the plan2018-04-30$300,000
Total contributions received or receivable from participants2018-04-30$47,700
Other income received2018-04-30$174,286
Net income (gross income less expenses)2018-04-30$269,484
Net plan assets at end of year (total assets less liabilities)2018-04-30$1,465,532
Net plan assets at beginning of year (total assets less liabilities)2018-04-30$1,196,048
Total contributions received or receivable from employer(s)2018-04-30$54,954
Expenses. Administrative service providers (salaries,fees and commissions)2018-04-30$65
2017 : BEDFORD COMMONS PERIODONTICS PA PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-04-30$196,056
Expenses. Total of all expenses incurred2017-04-30$122
Total plan assets at end of year2017-04-30$1,196,048
Total plan assets at beginning of year2017-04-30$1,000,114
Value of fidelity bond covering the plan2017-04-30$300,000
Total contributions received or receivable from participants2017-04-30$49,410
Other income received2017-04-30$86,452
Net income (gross income less expenses)2017-04-30$195,934
Net plan assets at end of year (total assets less liabilities)2017-04-30$1,196,048
Net plan assets at beginning of year (total assets less liabilities)2017-04-30$1,000,114
Total contributions received or receivable from employer(s)2017-04-30$60,194
Expenses. Administrative service providers (salaries,fees and commissions)2017-04-30$122
2016 : BEDFORD COMMONS PERIODONTICS PA PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at beginning of year2016-04-30$154,631
Total income from all sources2016-04-30$150,826
Total plan assets at end of year2016-04-30$1,000,114
Total plan assets at beginning of year2016-04-30$1,003,919
Value of fidelity bond covering the plan2016-04-30$300,000
Total contributions received or receivable from participants2016-04-30$45,932
Other income received2016-04-30$43,113
Net income (gross income less expenses)2016-04-30$150,826
Net plan assets at end of year (total assets less liabilities)2016-04-30$1,000,114
Net plan assets at beginning of year (total assets less liabilities)2016-04-30$849,288
Total contributions received or receivable from employer(s)2016-04-30$61,781
2015 : BEDFORD COMMONS PERIODONTICS PA PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year2015-04-30$154,631
Total plan liabilities at beginning of year2015-04-30$27,505
Total income from all sources2015-04-30$199,762
Expenses. Total of all expenses incurred2015-04-30$154,631
Benefits paid (including direct rollovers)2015-04-30$154,631
Total plan assets at end of year2015-04-30$1,003,919
Total plan assets at beginning of year2015-04-30$831,662
Value of fidelity bond covering the plan2015-04-30$300,000
Total contributions received or receivable from participants2015-04-30$48,764
Other income received2015-04-30$94,335
Net income (gross income less expenses)2015-04-30$45,131
Net plan assets at end of year (total assets less liabilities)2015-04-30$849,288
Net plan assets at beginning of year (total assets less liabilities)2015-04-30$804,157
Total contributions received or receivable from employer(s)2015-04-30$56,663
2014 : BEDFORD COMMONS PERIODONTICS PA PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year2014-04-30$27,505
Total income from all sources2014-04-30$145,436
Expenses. Total of all expenses incurred2014-04-30$27,544
Benefits paid (including direct rollovers)2014-04-30$27,505
Total plan assets at end of year2014-04-30$831,662
Total plan assets at beginning of year2014-04-30$686,265
Value of fidelity bond covering the plan2014-04-30$300,000
Total contributions received or receivable from participants2014-04-30$40,198
Expenses. Other expenses not covered elsewhere2014-04-30$39
Other income received2014-04-30$59,354
Net income (gross income less expenses)2014-04-30$117,892
Net plan assets at end of year (total assets less liabilities)2014-04-30$804,157
Net plan assets at beginning of year (total assets less liabilities)2014-04-30$686,265
Total contributions received or receivable from employer(s)2014-04-30$45,884
2013 : BEDFORD COMMONS PERIODONTICS PA PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-04-30$45,383
Expenses. Total of all expenses incurred2013-04-30$2,773,339
Benefits paid (including direct rollovers)2013-04-30$2,773,318
Total plan assets at end of year2013-04-30$686,265
Total plan assets at beginning of year2013-04-30$3,414,221
Value of fidelity bond covering the plan2013-04-30$300,000
Total contributions received or receivable from participants2013-04-30$38,033
Expenses. Other expenses not covered elsewhere2013-04-30$21
Other income received2013-04-30$-45,713
Net income (gross income less expenses)2013-04-30$-2,727,956
Net plan assets at end of year (total assets less liabilities)2013-04-30$686,265
Net plan assets at beginning of year (total assets less liabilities)2013-04-30$3,414,221
Total contributions received or receivable from employer(s)2013-04-30$53,063
2012 : BEDFORD COMMONS PERIODONTICS PA PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-04-30$340,218
Expenses. Total of all expenses incurred2012-04-30$249
Total plan assets at end of year2012-04-30$3,414,221
Total plan assets at beginning of year2012-04-30$3,074,252
Value of fidelity bond covering the plan2012-04-30$350,000
Total contributions received or receivable from participants2012-04-30$35,373
Expenses. Other expenses not covered elsewhere2012-04-30$249
Other income received2012-04-30$245,985
Net income (gross income less expenses)2012-04-30$339,969
Net plan assets at end of year (total assets less liabilities)2012-04-30$3,414,221
Net plan assets at beginning of year (total assets less liabilities)2012-04-30$3,074,252
Total contributions received or receivable from employer(s)2012-04-30$58,860
2011 : BEDFORD COMMONS PERIODONTICS PA PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-04-30$263,717
Expenses. Total of all expenses incurred2011-04-30$146
Total plan assets at end of year2011-04-30$3,074,252
Total plan assets at beginning of year2011-04-30$2,810,681
Value of fidelity bond covering the plan2011-04-30$300,000
Total contributions received or receivable from participants2011-04-30$32,554
Other income received2011-04-30$172,677
Net income (gross income less expenses)2011-04-30$263,571
Net plan assets at end of year (total assets less liabilities)2011-04-30$3,074,252
Net plan assets at beginning of year (total assets less liabilities)2011-04-30$2,810,681
Total contributions received or receivable from employer(s)2011-04-30$58,486
Expenses. Administrative service providers (salaries,fees and commissions)2011-04-30$146

Form 5500 Responses for BEDFORD COMMONS PERIODONTICS PA PROFIT SHARING PLAN

2023: BEDFORD COMMONS PERIODONTICS PA PROFIT SHARING PLAN 2023 form 5500 responses
2023-05-01Type of plan entitySingle employer plan
2023-05-01Plan funding arrangement – TrustYes
2023-05-01Plan benefit arrangement - TrustYes
2022: BEDFORD COMMONS PERIODONTICS PA PROFIT SHARING PLAN 2022 form 5500 responses
2022-05-01Type of plan entitySingle employer plan
2022-05-01Plan funding arrangement – TrustYes
2022-05-01Plan benefit arrangement - TrustYes
2021: BEDFORD COMMONS PERIODONTICS PA PROFIT SHARING PLAN 2021 form 5500 responses
2021-05-01Type of plan entitySingle employer plan
2021-05-01Submission has been amendedNo
2021-05-01This submission is the final filingNo
2021-05-01This return/report is a short plan year return/report (less than 12 months)No
2021-05-01Plan is a collectively bargained planNo
2021-05-01Plan funding arrangement – TrustYes
2021-05-01Plan benefit arrangement - TrustYes
2020: BEDFORD COMMONS PERIODONTICS PA PROFIT SHARING PLAN 2020 form 5500 responses
2020-05-01Type of plan entitySingle employer plan
2020-05-01Submission has been amendedNo
2020-05-01This submission is the final filingNo
2020-05-01This return/report is a short plan year return/report (less than 12 months)No
2020-05-01Plan is a collectively bargained planNo
2020-05-01Plan funding arrangement – TrustYes
2020-05-01Plan benefit arrangement - TrustYes
2019: BEDFORD COMMONS PERIODONTICS PA PROFIT SHARING PLAN 2019 form 5500 responses
2019-05-01Type of plan entitySingle employer plan
2019-05-01Submission has been amendedNo
2019-05-01This submission is the final filingNo
2019-05-01This return/report is a short plan year return/report (less than 12 months)No
2019-05-01Plan is a collectively bargained planNo
2019-05-01Plan funding arrangement – TrustYes
2019-05-01Plan benefit arrangement - TrustYes
2017: BEDFORD COMMONS PERIODONTICS PA PROFIT SHARING PLAN 2017 form 5500 responses
2017-05-01Type of plan entitySingle employer plan
2017-05-01Submission has been amendedNo
2017-05-01This submission is the final filingNo
2017-05-01This return/report is a short plan year return/report (less than 12 months)No
2017-05-01Plan is a collectively bargained planNo
2017-05-01Plan funding arrangement – TrustYes
2017-05-01Plan benefit arrangement - TrustYes
2016: BEDFORD COMMONS PERIODONTICS PA PROFIT SHARING PLAN 2016 form 5500 responses
2016-05-01Type of plan entitySingle employer plan
2016-05-01Submission has been amendedNo
2016-05-01This submission is the final filingNo
2016-05-01This return/report is a short plan year return/report (less than 12 months)No
2016-05-01Plan is a collectively bargained planNo
2016-05-01Plan funding arrangement – TrustYes
2016-05-01Plan benefit arrangement - TrustYes
2015: BEDFORD COMMONS PERIODONTICS PA PROFIT SHARING PLAN 2015 form 5500 responses
2015-05-01Type of plan entitySingle employer plan
2015-05-01Plan funding arrangement – TrustYes
2015-05-01Plan benefit arrangement - TrustYes
2014: BEDFORD COMMONS PERIODONTICS PA PROFIT SHARING PLAN 2014 form 5500 responses
2014-05-01Type of plan entitySingle employer plan
2014-05-01Plan funding arrangement – TrustYes
2014-05-01Plan benefit arrangement - TrustYes
2013: BEDFORD COMMONS PERIODONTICS PA PROFIT SHARING PLAN 2013 form 5500 responses
2013-05-01Type of plan entitySingle employer plan
2013-05-01Plan funding arrangement – TrustYes
2013-05-01Plan benefit arrangement - TrustYes
2012: BEDFORD COMMONS PERIODONTICS PA PROFIT SHARING PLAN 2012 form 5500 responses
2012-05-01Type of plan entitySingle employer plan
2012-05-01Plan funding arrangement – TrustYes
2012-05-01Plan benefit arrangement - TrustYes
2011: BEDFORD COMMONS PERIODONTICS PA PROFIT SHARING PLAN 2011 form 5500 responses
2011-05-01Type of plan entitySingle employer plan
2011-05-01Plan funding arrangement – TrustYes
2011-05-01Plan benefit arrangement - TrustYes
2009: BEDFORD COMMONS PERIODONTICS PA PROFIT SHARING PLAN 2009 form 5500 responses
2009-05-01Type of plan entitySingle employer plan
2009-05-01Plan funding arrangement – TrustYes
2009-05-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number020336437D1
Policy instance 1
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number020336437D1
Policy instance 1

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